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Are Words and Actions always aligned in Markets?
Not Always! especially during market downturns.
 • 
Samkitcapital 🇮🇳
Market Wisdom from Marriage.
Being Aware is important than to be right sometimes
 • 
Samkitcapital 🇮🇳
Who am I… and Where do I need to go?
I know where I have reached, I just don't know where am I heading.
 • 
Samkitcapital 🇮🇳

January 2022

Not all Pennies are Equal
Right % of Cash in the Portfolio
 • 
Samkitcapital 🇮🇳

October 2021

India Markets: Relative Rotation across Sectors
Primer on RRG + This week's Chart
 • 
Samkitcapital 🇮🇳

September 2021

India Markets: Relative Rotation across Sectors
NIFTY IT was the best performing sector with 4.1% returns over last week (~260bps higher than NIFTY) - last week IT was one of the sector picked by our…
 • 
Samkitcapital 🇮🇳
Indian Markets: Relative Rotation in Sectors
Sectors gaining / weakening strength
 • 
Samkitcapital 🇮🇳

July 2021

Mobile Numbers are our new DNA
We may carry our mobile numbers to our grave.
 • 
Samkitcapital 🇮🇳

June 2021

Commodities - A Relay Race (Lap 2)
Lap 1 done, Lap 2 in progress
 • 
Samkitcapital 🇮🇳
Global Investment Newsletter (All Assets)
Welcome to Alpha Matter by me, Samkitcapital . All Caps || Macro || Quantitative Framework || Fundamental Research || Value Investing…
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Samkitcapital 🇮🇳
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